Legacy Private Trust’s iShares 10-20 Year Treasury Bond ETF TLH Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.46M Hold
14,377
0.09% 135
2025
Q1
$1.49M Sell
14,377
-18,985
-57% -$1.97M 0.1% 136
2024
Q4
$3.32M Sell
33,362
-113
-0.3% -$11.2K 0.22% 89
2024
Q3
$3.66M Buy
33,475
+8,337
+33% +$911K 0.25% 81
2024
Q2
$2.58M Buy
25,138
+11,018
+78% +$1.13M 0.18% 95
2024
Q1
$1.48M Hold
14,120
0.11% 133
2023
Q4
$1.53M Buy
14,120
+11,716
+487% +$1.27M 0.12% 126
2023
Q3
$237K Sell
2,404
-3,188
-57% -$314K 0.02% 216
2023
Q2
$619K Buy
5,592
+3,557
+175% +$394K 0.05% 155
2023
Q1
$233K Buy
+2,035
New +$233K 0.02% 214
2022
Q4
Sell
-8,530
Closed -$929K 232
2022
Q3
$929K Sell
8,530
-3,052
-26% -$332K 0.09% 134
2022
Q2
$1.39M Sell
11,582
-58,326
-83% -$7.01M 0.12% 118
2022
Q1
$9.41M Buy
69,908
+228
+0.3% +$30.7K 0.73% 31
2021
Q4
$10.3M Buy
+69,680
New +$10.3M 0.78% 30